Other · DOL Form 5500 · 2022
SBCS Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 409
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $45,289
- Avg per participant Low balance/head
Official DOL plan name: Sbcs 403(b) Plan · Sponsored by SBCS · California · Healthcare & Social Assistance
$19M in assets, 409 participants
SBCS's Sbcs 403(b) Plan reported $19M in total assets and 409 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,044 in Healthcare & Social Assistance (20,060 peers)
Where Sbcs 403(b) Plan sits by assets
Sbcs 403(b) Plan sits in the top quartile of all filed plans by assets, $19M for 409 participants (~$45,289/participant), down 7.3% in 2022.
- #16,044
- in Healthcare & Social Assistance (20,060 peers)
- -7.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sbcs 403(b) Plan's outsized position by total assets
Sbcs 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,523,330 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sbcs 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbcs 403(b) Plan sits mid-pack in the medium band (409 participants).
EBSA filing schedule strip
Filing strip 952693142 · SBCS PY 2022 · Other
Sbcs 403(b) Plan · $19M · 409 · 76th
- ASSETS $19M
- PCT 409
- EIN 76th
- RANK Other
- PHOTO near Riverview School, Inc. 403(b) Retirement Plan
- IND ind #16044
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
Sbcs 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$1M |
| Employer EIN | 952693142 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SBCS)
Sponsor-wide plan assets over time
All SBCS plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 45.17403728163348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $19M |
| 2023 | 1 | 398 | $23M |
| 2024 | 1 | 478 | $27M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Sbcs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Riverview School, Inc. 403(b) Retirement Plan in MA ($19M); by covered participants it is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC (409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (409 participants); asset peers above are excluded.
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan (NC) 409 · 0 off
- The Brien Center for Mental Health & Substance Abuse Services 403(b) Plan (MA) 409 · 0 off
- Ccc Retirement Savings Plan (MO) 409 · 0 off
- Mercyhurst University Defined Contribution Retirement Plan (PA) 409 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.